Sage Construction Management Ideas Portal
The ability to have a prequalification workflow for new subs/vendors to work through and complete before they are added to an ITB, etc. Ideally, they could log into the portal and and answer the appropriate questions normally included on a prequal form.
Hello David, saw your questions on this one and thought I would jump in here and share a rough draft of our own prequal form (not our final copy) for your review. It's a bit over the top in the format shared, but our end goal was to align with external 3rd party H&S certifier expectations. If there was a simple way in SageCM to accomplish this without giving our PMs headaches....!!
Would you consider your definition of Pre-qualification to be the same as Vendor Compliance? SCM is waiting for the SIC team to finish their Vendor Compliance before we add to our existing SCM compliance features. If we agree on that, we would like to know what you feel the compliance workflow would look like in Leads, ITBs, new vendor candidates, etc. Feel free to share any mockups or existing forms you feel we should incorporate.
The same prequalification workflow would be desirable for new customers added to leads as well!
Would you consider sharing the 'prequal form' so we can see what information you are trying to gather and qualify?